Words on Tax Changes in Super

In this episode of Words on Wealth, Senior Strategy Advisers Ishara Rupasinghe and Daniel Gumley unpack the likely introduction of Division 296 — the proposed extra tax on super balances above $3 million. They explore potential strategies to soften its impact, including rebalancing between couples and planning for defined benefit pensions. With legislation still pending and many details yet to unfold, what might these changes mean for your super strategy. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.